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Vanguard Small-Cap Value ETF

1,541 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 563 increasing their positions, 572 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.7M
Puts
$1.71M
Net Calls
Net Calls Change

Top Buyers

1 +$43.7M
2 +$39.7M
3 +$25.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.8M
5
BW
Balance Wealth
Ohio
+$21M

Top Sellers

1 -$246M
2 -$49.3M
3 -$43.1M
4
UBS Group
UBS Group
Switzerland
-$38.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
1326
Litman Gregory Wealth Management
California
$203K
EIG
1327
Ellenbecker Investment Group
Wisconsin
$202K
AWM
1328
Abound Wealth Management
Tennessee
$202K
WFA
1329
WMG Financial Advisors
Tennessee
$202K
AWA
1330
Aquire Wealth Advisors
Utah
$201K
JA
1331
JVL Associates
Michigan
$201K
SIS
1332
Sound Income Strategies
Florida
$192K
FPB
1333
First PREMIER Bank
South Dakota
$190K
BFS
1334
Bare Financial Services
Pennsylvania
$182K
OA
1335
Operose Advisors
Wisconsin
$181K
AWM
1336
Angeles Wealth Management
California
$178K
MSWM
1337
Mowery & Schoenfeld Wealth Management
Illinois
$176K
W
1338
WealthCollab
Washington
$171K
KSB
1339
Kennebec Savings Bank
Maine
$171K
AIA
1340
Arcadia Investment Advisors
Idaho
$169K
NRC
1341
New Republic Capital
North Carolina
$168K
PG
1342
Proffitt & Goodson
Tennessee
$163K
DI
1343
DAGCO Inc
Ohio
$161K
ME
1344
McIlrath & Eck
Washington
$159K
SGK
1345
Steigerwald Gordon & Koch
Virginia
$158K
AA
1346
Addison Advisors
Vermont
$158K
GEA
1347
Glen Eagle Advisors
New Jersey
$156K
Kayne Anderson Rudnick Investment Management
1348
Kayne Anderson Rudnick Investment Management
California
$155K
HHGA
1349
Halbert Hargrove Global Advisors
California
$150K
CW
1350
Curio Wealth
Maryland
$147K